Contact Us

Taos, NM

630 Paseo del Pueblo Sur
Suite 170
Taos, NM 87571

Toll Free: 800-850-7775
Phone: 575-758-7700
Fax: 575-758-7736

Santa Fe, NM

233 Johnson Street
Santa Fe, NM 87501-1854

Phone: 505-473-7770
Fax: 575-758-7736

Albuquerque, NM

4801 Lang NE
Suite 110
Albuquerque, NM 87109-4474

Phone: 505-256-7700
Fax: 575-758-7736

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Fred. E. Winter

Fred E. Winter

Fred E. Winter - President, CPA, FPS

Fred is a Certified Public Account, 1975, and Personal Financial Specialist, 1990, and has practiced as a CPA in Taos, New Mexico, since 1980. With a Masters in Business Administration, MBA 1973, from Columbia University in New York, and experience at the Federal Reserve Bank in Kansas City and then at Coopers & Lybrand, Fred moved to NM and soon established an accounting and financial planning practice in Taos. With deep family roots in the banking industry, along with his Federal Reserve and accounting experience, Fred understood the need for an independent trust company in Northern New Mexico and founded Heritage Trust in 1994.



Toll Free : 800.850.7775 x 202
Taos : 575.758.7700 x 202
Albuquerque : 505.758.7736 x 202
Santa Fe : 505.473.7770 x 202


Meet The Rest of Our Team